Assistive CRM Review 2025: A Comprehensive Guide

What Does Assistive CRM do?

As a project management consultant, I’ve encountered various CRM solutions, but Assistive stands out for its approach. It’s designed to help sales teams achieve greatness by winning more deals in less time. This is achieved through its special features, such as AI-driven alerts and assistance and a seamless mobile user experience.

Assistive is built for sales teams on the move, making data input frictionless and enhancing productivity. It’s also infinitely configurable, catering to any use case for any industry.

Before you decide to implement this software, it’s crucial to grasp its full spectrum. I’ve thoroughly reviewed Assistive, exploring its offerings and evaluating its user-friendliness and accessibility. Let’s delve into the details together.

Key Features of Assistive CRM

Assistive CRM is a comprehensive tool designed to streamline customer relationship management. Its features include productivity, improved sales processes, and valuable insights. Let’s explore some key features that make Assistive a standout choice.

Performance Assists

One of Assistive’s standout features is its Performance Assists. This uses peer analysis, machine learning, location awareness and context to assist sales teams with closing more deals in less time, enhancing user performance and productivity.

Field Team Productivity

Assistive CRM shines when it comes to improving field team productivity. Thanks to its geo-awareness feature, it’s easier for sales representatives to optimize their schedules, as well as manage/create new or dormant leads. This feature also includes a detailed overview of customer data, such as their purchase history, relevant notes, and contact information.

Configurable Product Forms

Assistive offers Configurable Product Forms, allowing users to customize product-related information. This feature is designed to meet the most complex enterprise use cases through configurability. With Assistive CRM, customization budgets and long delivery timelines are a thing of the past.

Task Assignment

The Task Assignment feature of Assistive CRM streamlines task assignment and tracking. It helps optimize route planning, assign tasks more effectively, and ensure that the right field representative is assigned to the right job. 

Managers can use it to keep track of field force operations and ensure they are performing well. Additionally, they can analyze data to gain insights and make informed decisions to improve their operations.

Available Integrations

Assistive integrates with other platforms to enhance functionality and streamline sales processes. Here are some integrations:

• Email Platforms: Seamlessly sync your email communications with the CRM.
• Calendar Apps: Schedule and track your meetings and appointments directly from the CRM.
• Social Media Platforms: Capture leads from social media and track your social selling efforts.
• Messaging Apps: Communicate with your team and customers without leaving the CRM.
• Website Forms: Capture leads directly from your website and put them into the CRM.
• IVR Call Systems: Manage your inbound and outbound calls within the CRM.

These integrations make Assistive CRM a versatile tool that can adapt to your specific business needs and workflows.

Pricing Plan

Assistive CRM offers a flexible and scalable pricing structure that caters to different business sizes and budgets.

Assistive CRM’s pricing is based on user licenses, making it scalable as your team grows. The billing frequency is monthly, providing flexibility and ease of budgeting.

In terms of discounts, Assistive CRM offers savings of up to 20% for annual billing. This can be a cost-effective option for businesses planning to use the software long-term.

Overall, Assistive CRM’s pricing plans are designed to provide flexibility and scalability, catering to different types of users, from startups to large enterprises.

Is Assistive CRM Easy to Use?

Assistive CRM stands out for its user-friendly interface and seamless mobile app. The design is elegant, and the intuitive user experience facilitates a smooth and efficient sales process. This has resulted in increased deal closures and remarkable results for teams that have switched from other CRM systems.

It provides a 360-degree account overview, making critical decisions accessible with a simple click. It shares insights and intelligence such as account size, account mapping, opportunity history, stakeholder behavior, client concerns, and client satisfaction levels. This leads to a streamlined and organized account management process, which is critical to ensure high client satisfaction.

Regarding training resources and documentation, Assistive CRM has a resource pool that users can explore to improve sales efficiency. They also provide case studies, which can be a great source of learning from other users’ experiences.

The onboarding process for new users is also well-structured. A good onboarding process can lead to quicker adoption, increased productivity, and enhanced collaboration. It’s not just about showing users how to use the system but teaching them how to use it effectively. This includes providing training and resources to fully utilize the platform’s features and tools.

Assistive CRM is easy to use and provides ample resources and a comprehensive onboarding process to ensure users can maximize its features and functionalities. It’s a tool designed with the user in mind, making it a top choice for businesses looking to streamline customer relationship management.

Getassistive.com Customer Service

The customer support of Assistive CRM is quite commendable. They offer a comprehensive support system to ensure users can maximize their CRM solution.

If you encounter any issues or have questions, the team is fully committed to helping you and available to assist you.

Which Companies Work With Assistive CRM?

Assistive CRM is trusted by a diverse range of customers across various industries. Here are some of the customers who have shared their success stories:

• Medfin: A top player in the healthcare sector, Medfin is leveraging the CRM software provided by Assistive to enhance sales performance and elevate customer interaction.
• HDFC Bank: HDFC Bank utilizes assistive CRM to improve its visual merchandising campaigns and maintain a competitive edge.
• Presto Express: A UK-based restaurant management tools company, Presto Express has streamlined its sales process and increased sales with the help of Assistive CRM.

These customers represent a small fraction of the over 30,000 successful end-users worldwide who achieve great sales with Assistive CRM. This is a testament to Assistive CRM’s versatility and effectiveness in catering to the unique needs of different industries.

Suitability Assessment

I’ve evaluated the suitability of Assistive CRM for various business needs and scenarios. This assessment aims to provide you with a comprehensive understanding to help you decide whether Assistive CRM is the right choice for your business.

Choose Assistive CRM if:

• You are operating a small to medium-sized business with a reasonable budget.
• Your business is an online store or a rapidly growing large brand.
• You’re seeking top-tier SEO and marketing features that are user-friendly.
• It would be best to have a CRM with AI-driven alerts and assistance, a seamless mobile user experience, and infinite configurability.
• You’re mainly looking for a CRM to help with keyword suggestions and improvements to content marketing.
• You value social media analysis features.

Avoid Assistive CRM if:

• You are budget-constrained and looking for more affordable or accessible alternatives that yield similar outcomes.
• You prefer simpler keyword suggestions and tracking methods.
• You find Assistive CRM’s interface unappealing.
• You’re not interested in exploring the product during a free trial period.
• You’re considering alternatives like Ahrefs.